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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,501 | $98,982-41.9% | $162,171-64.5% | $65,185-11.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 23.13% | 24.84%-1.7pp | 115.60%-92.5pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,422 | $3,467-59.0% | $5,613-74.7% | $2,177-34.7% |
| Participant deferral / active EE | $6,445 | $5,384+19.7% | $7,297-11.7% | $3,514+83.4% |
| Admin fee / account holder | $4,058 | $596+580.4% | $10,843-62.6% | $847+379.0% |